Overview
With user groups, you can assign Passare users to their own "group" to later mention in a note. User groups maintain each individual's permissions but make widespread communication easier.
This is especially useful if you often mention specific users or roles in notes, or if you need a simple way to notify users with varying permissions.
Examples of user groups
The following are some examples of user groups:
- Multiple locations
If your organization has multiple branches, you can create a group for each branch's staff and later mention @BranchA, @BranchB, etc. in a note. - Teams
If you have specific "teams" with members of varying access, you can create a group for each team, and later mention @Staff, @Drivers, @Crematory, and more.
If you frequently mention multiple users with varying access, it might be time to create a user group!
Create & manage user groups
Learn how to create and edit your organization's user groups.
To create user groups, you need access to your organization's settings.
From the navigation, click the Admin gear icon, then Organization > User groups.
Click Add to start a new group or select a group to edit an existing one.
For new groups, add a name and description, if you'd like.
From the left column, select the user you'd like to add to this group. Users will be listed under their Passare role.
Click Add at the bottom of the page. The user will appear in the right column, indicating they've been added to the group.
Once added, users will appear disabled in the Available users list.
To remove a user, select them from the right column and click Remove.
If editing an existing group, click Delete to remove the group altogether.
Once finished with a group, be sure to Save.
User group mentions
You can mention a user group in any Passare note. Just type @ and the group name in your note!
For example, @Staff.
Each user in that group will receive a notification of the note.
You can also hover your cursor on the group name to see a list of its users.
Need more information?
Need Help? Email us at support@passare.com or call 1-800-692-5111.